Geneos Wealth Management’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Sell |
256
-1,312
| -84% | -$203K | ﹤0.01% | 1703 |
|
|
2025
Q1 | $219K | Buy |
1,568
+1,211
| +339% | +$169K | ﹤0.01% | 1192 |
|
|
2024
Q4 | $52.2K | Buy |
357
+232
| +186% | +$33.9K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $26.2K | Buy |
125
+50
| +67% | +$10.5K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $15.8K | Sell |
75
-158
| -68% | -$33.2K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $39.2K | Buy |
233
+158
| +211% | +$26.6K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $14.3K | Sell |
75
-100
| -57% | -$19.1K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $27.5K | Buy |
175
+43
| +33% | +$6.75K | ﹤0.01% | 1267 |
|
|
2023
Q2 | $19K | Hold |
132
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q1 | $20.5K | Hold |
132
| – | – | ﹤0.01% | 1342 |
|
|
2022
Q4 | $14.3K | Hold |
132
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q3 | $12K | Sell |
132
-580
| -81% | -$52.7K | ﹤0.01% | 1469 |
|
|
2022
Q2 | $72K | Sell |
712
-1
| -0.1% | -$101 | ﹤0.01% | 1132 |
|
|
2022
Q1 | $119K | Buy |
713
+61
| +9% | +$10.2K | 0.01% | 1016 |
|
|
2021
Q4 | $107K | Sell |
652
-189
| -22% | -$31K | ﹤0.01% | 1134 |
|
|
2021
Q3 | $144K | Buy |
841
+189
| +29% | +$32.4K | 0.01% | 1000 |
|
|
2021
Q2 | $143K | Hold |
652
| – | – | 0.01% | 1009 |
|
|
2021
Q1 | $145K | Hold |
652
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q4 | $156K | Hold |
652
| – | – | 0.01% | 930 |
|
|
2020
Q3 | $112K | Hold |
652
| – | – | 0.01% | 901 |
|
|
2020
Q2 | $95K | Sell |
652
-5
| -0.8% | -$729 | 0.01% | 935 |
|
|
2020
Q1 | $88K | Hold |
657
| – | – | 0.01% | 879 |
|
|
2019
Q4 | $139K | Hold |
657
| – | – | 0.01% | 823 |
|
|
2019
Q3 | $111K | Hold |
657
| – | – | 0.01% | 856 |
|
|
2019
Q2 | $123K | Hold |
657
| – | – | 0.01% | 832 |
|
|
2019
Q1 | $100K | Hold |
657
| – | – | 0.01% | 860 |
|
|
2018
Q4 | $60K | Buy |
657
+5
| +0.8% | +$457 | ﹤0.01% | 1010 |
|
|
2018
Q3 | $76K | Sell |
652
-13
| -2% | -$1.52K | 0.01% | 986 |
|
|
2018
Q2 | $57K | Buy |
665
+260
| +64% | +$22.3K | ﹤0.01% | 988 |
|
|
2018
Q1 | $40K | Sell |
405
-183
| -31% | -$18.1K | ﹤0.01% | 1098 |
|
|
2017
Q4 | $101K | Buy |
588
+3
| +0.5% | +$515 | 0.01% | 741 |
|
|
2017
Q3 | $75K | Sell |
585
-406
| -41% | -$52.1K | 0.01% | 803 |
|
|
2017
Q2 | $108K | Buy |
991
+406
| +69% | +$44.2K | 0.01% | 660 |
|
|
2017
Q1 | $50K | Buy |
585
+300
| +105% | +$25.6K | 0.01% | 884 |
|
|
2016
Q4 | $16K | Sell |
285
-116
| -29% | -$6.51K | ﹤0.01% | 1276 |
|
|
2016
Q3 | $22K | Sell |
401
-100
| -20% | -$5.49K | ﹤0.01% | 1100 |
|
|
2016
Q2 | $34K | Sell |
501
-100
| -17% | -$6.79K | ﹤0.01% | 937 |
|
|
2016
Q1 | $33K | Buy |
+601
| New | +$33K | 0.01% | 933 |
|